Step 3: Add content to library

CustomerIQ's AI agent can reference relevant content in email drafts so you don't have to go searching. Save a ton of time and get more content distribution by setting up your content library.

CustomerIQ’s AI agent can automatically generate and save email drafts in your inbox following your meetings or customer conversations.

By adding helpful content like sales decks, help docs, PDFs, or videos to your content library, you provide the agent with helpful content to include in your emails.

Step 1: Prepare Your Content

1. Identify Content to Share: Decide on the content you’d like to share with your prospects or customers (e.g., sales decks, product pricing sheets, help documents, or demo videos).

2. Gather the URLs or Files: Ensure you have the correct URLs for online content (hosted on platforms like Google Drive, HubSpot, etc.) or files (like PDFs) available online.

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Step 2: Adding Content to Your Library

1. Navigate to the Content Library: In your CustomerIQ interface, locate the content library where you can add new pieces of content.

2. Add a New Content Entry:

   • Click “New Content”: This opens a form where you can paste the URL or upload the file you want to share.

   • Paste the URL or Upload File:

     • For online links (Google Drive, HubSpot files, YouTube, etc.), paste the URL in the provided field.

     • For PDFs, upload your file and obtain the hosted URL (if needed).

3. Check the Link: Click the “Check Link” button to verify that the link is valid. This helps ensure that your prospects or customers will always be directed to the correct resource.

4. Auto-Populate Metadata (if available):

   • If metadata exists for the link, the system may auto-populate the name and description.

   • Review and Edit:

     • Name: Make sure the title is appropriate and customer-facing (e.g., “CustomerIQ Overview”).

     • Description: Provide a short explanation of the content. This description helps the AI determine when to include this link in an email. For example, “General sales deck used to inform prospects and help circulate information internally.”

5. Save the Content Entry: Once all details are confirmed, click “Save.”

   Important:

   • Any content added to this library is accessible to your entire sales or customer success team. Ensure that each link is something you want to be shared universally.

   • The content in this library acts as the final version of what is shared, saving time and ensuring consistency.

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Step 3: Using Different Types of Content

1. Adding a Google Drive Link (Sales Deck Example):

   • Copy the link from your Google Drive.

   • Add it to the content library and check the link.

   • Confirm the auto-populated name (e.g., “CustomerIQ Overview”) and adjust the description (e.g., “General sales deck for prospects”).

   • Save the entry.

2. Adding a PDF from HubSpot (or Similar Platform):

   • Upload your PDF to your file management system (e.g., HubSpot Files).

   • Open the PDF in a new window, copy the hosted URL, and paste it into the content library.

   • Check the link and add a relevant name (e.g., “CustomerIQ Sales Deck”) and description.

   • Save the entry.

3. Adding Help Documents for Customer Success:

   • Copy the link to your help docs or support articles.

   • Paste the link into the content library.

   • Check the link and optionally add a name and description (e.g., “Help Docs – Meeting Assistant Setup”).

   • Save the entry.

4. Adding a YouTube Video (Demo Example):

   • Copy the YouTube link.

   • Paste it into the content library.

   • Check the link. If no metadata is pulled, manually enter a name (e.g., “Sales to CS Handoff Demo”) and a description.

   • Save the entry.

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Step 4: How the AI Agent Uses This Content

• Automatic Reference in Emails: When your team is in conversation with a prospect or customer, the AI agent will detect relevant topics (e.g., requests for a price sheet or help with a feature) and automatically insert the appropriate content link from the library into the draft email.

• Efficiency and Consistency: This setup saves time by eliminating the need to search for the right content and ensures that the links are always up-to-date and accurate.

• Content Distribution: By placing important content in the library, you also increase its exposure. The agent includes these resources in its draft emails in your voice, making the follow-up both personal and informative.

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Final Notes

• Review Regularly: Regularly update your content library to ensure that all links and files are current and reflect your latest messaging and offerings.

• Team-Wide Impact: Remember that any changes to the content library will affect all team members’ communications. Use this feature to standardize and improve the quality of your customer interactions.

By following these steps, you’ll have a fully integrated system where CustomerIQ’s AI agent automatically enriches your emails with helpful, pre-approved content—helping to streamline your follow-up processes and enhance customer engagement.